See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL3+ years Filed as: LPL HOLDINGS INC. Service code 49 · EIN 04-3046611 | Other Services | $30,000 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $4,756 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,174 | $69,305+17.1% | $82,313-1.4% | $69,631+16.6% |
| Participation rate | 96.2% | 80.3%+15.9pp | 76.9%+19.3pp | 70.7%+25.5pp |
| Annual return | 19.12% | 21.47%-2.3pp | 25.88%-6.8pp | 27571.02%-27551.9pp |
| Employer contribution / active EE | $1,664 | $1,887-11.8% | $2,428-31.5% | $2,032-18.1% |
| Participant deferral / active EE | $4,202 | $3,568+17.7% | $3,706+13.4% | $3,224+30.3% |
| Admin fee / account holder | $8 | $97-91.7% | $5,608-99.9% | $110-92.7% |